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Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
LTC Properties (LTC) investor relations material
LTC Properties Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Executed a strategic transformation by expanding the SHOP segment, closing 85% of a $460 million investment pipeline, and growing SHOP to nearly 25% of the portfolio with newer assets and new operator relationships.
Portfolio includes nearly 190 properties across 31 states with 16,275 units/beds and 31 operators, diversified by property type and investment structure.
Recent acquisitions totaled $292 million for nine properties, with a strong pipeline of SHOP segment deals expected to close in Q4 2025 and Q1 2026.
Significant property sales and acquisitions, including the sale of seven skilled nursing centers for $122.95 million, generating a $78 million gain, and acquisition of an 88-unit seniors housing community in Georgia for $22.9 million.
SHOP segment established in 2025, now includes 22 seniors housing communities managed by six operators, contributing to portfolio diversification.
Financial highlights
Core FFO for Q3 2025 improved to $0.69 from $0.68 year-over-year, driven by increased SHOP NOI, new acquisitions, and lower interest expense, partially offset by higher G&A.
Core FAD per share rose to $0.72 from $0.68 year-over-year, with FAD for Q3 2025 at $35.7 million.
Total revenues for Q3 2025 were $69.3 million, up from $55.8 million year-over-year.
Net loss available to common stockholders was $(20.1) million for Q3 2025, primarily due to a $41.5 million non-cash write-off.
Sold 1.5 million shares under ATM for $56 million in net proceeds.
Outlook and guidance
Full-year 2025 Core FFO guidance raised to $2.69–$2.71; Q4 Core FFO expected at $0.67–$0.71.
SHOP NOI guidance for 2025 increased to $16.2–$17.2 million, annualized at $36–$42 million, with pro forma NOI growth over 2024 approaching 18%.
Fourth quarter SHOP NOI for new and converting assets expected at $4.8–$5.2 million.
Initial yields on SHOP acquisitions guided at 7%, with low double-digit IRRs targeted.
Pipeline of $1 billion in opportunities, with $110 million under LOI for early 2026 close.
Projected organic growth post-SHOP transformation?
Prestige loan payoff impact on 2026 funding?
Future of 14-property market-rent portfolio?
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Next LTC Properties earnings date
Q4 202513 Feb, 2026
Next LTC Properties earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
LTC Properties Inc., a health care REIT investing in seniors housing and health care properties, has sold five hospitals for a combined $52.9 million to companies affiliated with MedEquities Realty Trust, one of the nation’s leading dedicated healthcare real estate investment trusts. The portfolio consists of eight steady cash-flowing hospitals located in three states (AL, GA and MS).
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